Wealth management firm Seven Bridges has acquired Gateshead-based pensions and investment firm Pension Matters, as it makes plans for future growth.
The acquisition by the firm, also based in Gateshead, will bring 600 new clients to the group and add £110m of assets under management. The move allows plans for Seven Bridges to widen and diversify...
Will grow network by offering a bespoke service
Network Direct in voluntary administration
Six IFAs and 1,000 clients
12-month trading update
Used company branding
Building a brand
'Better balance between fee and interest income'
Replaces António Horta-Osório
Blending active and passive strategies